Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Peace of Mind Comes With Estate Planning: Survey
By Michael S. FischerPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
October 08, 2025
Most Boomer Women Have Inherited Wealth: JP MorganBut 93% of women who expect an inheritance say they're not counting on it to achieve their goals.
October 08, 2025
Osaic Taps Vanilla for Estate PlanningOsaic joins the likes of Mariner in deploying Vanilla’s technology-based estate planning tools for its advisor force.
October 06, 2025
Top 10 Occupations on Estate Tax Returns, 2023IRS figures show there's more than one way to reach the ultra-high-net-worth category.
October 01, 2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office SuiteThe partnership prioritizes the support of estate planning needs of advisors’ most affluent clients.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.